+221.9%
CVX vs PODD
+218.3%
+3.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +5.0% | +2.2% |
| 7D | +1.0% | -6.9% | +7.9% | +1.7% |
| 30D | +10.7% | -3.5% | +14.1% | +11.0% |
| 3M | +15.5% | -13.6% | +29.1% | +16.8% |
| 6M | +14.9% | -42.6% | +57.5% | +21.0% |
| YTD | +44.2% | -51.5% | +95.7% | +54.6% |
| 1Y | +43.5% | -60.9% | +104.4% | +57.3% |
| 3Y | +45.0% | -19.8% | +64.7% | +43.2% |
| 5Y | +172.2% | -54.4% | +226.5% | +183.7% |
| 10Y | +221.9% | +236.1% | -14.2% | +176.0% |
| All | +221.9% | +218.3% | +3.6% | +176.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling